Alan Kohler’s Overview

April 29th, 2017 Weekly Overview

Investing in Australia is not delivering great returns in the past year, or the past 10 years. Alan explains why and looks at what options we have if we don’t invest in Oz.

Treasurer Scott Morrison elaborates on the division of good and bad debt. And Alan reflects on a milestone birthday.

The 4th industrial revolution, Trump, Iron ore, US dollar

April 22nd, 2017 Weekly Overview

I’ve had an epiphany! I was going to call it my eureka moment, but I’ve already done that. 

My epiphany relates to the Fourth Industrial Revolution – it’s not about technology or automation, it’s about the dominance of customers. So the winner will always be the best product as you’ll discover in my Overview today.

I’ve also included a fascinating interview with professor of international economics Richard Baldwin. He’s got some great insights into future uses of technology like virtual and augmented reality and he reckons we’re about to have our own steam revolution in Australia. 

There’s a salutary tale about downsizing the family home that nobody over the age of 60 can afford to miss. I’ll explain the nuances of RBA board meeting minutes, look at the rapid drop in Iron Ore and give you Greenspan’s nonagenarian view on Trump’s US dollar.

House prices, Amazon, Video gaming, Telstra

April 15th, 2017 Weekly Overview

I’m taking the weekend off, but I’ve still put together a small Overview, because I promised you I’d be constant.

If you heard The Money Cafe yesterday you’ll have a bit of insight into my thoughts on Telstra which I’ve outlined further in my Overview. You can also read more about the fascinating world of watching video games! I’m still agog.

And I’ve got a great collection of Research and Diversions to keep you entertained throughout the weekend.

US economy, Australian real estate, shares versus property, some stock ideas, Praemium, a letter from myself

April 8th, 2017 Weekly Overview

Well, housing has definitely been the topic of the week!

Can Wayne Byers just wave his wand, say APRA-cadabra and prevent a housing bubble and pop? I’m examining the unreal real estate risks today in an Overview that no property investor can afford to miss.

Or equity investor for that matter. James Kirby and I debated whether the stockmarket is a better investment than property in The Money Cafe. Today I’ll give you the data and charts to prove that settle the argument.

Plus I’ve got several new stock picks for you, in addition to our usual Top Stocks.

The situation at Praemium is something out of a soap opera with the sacked CEO now trying to overturn the board! I’ll share the Chairman’s letter with you which is one of the most extraordinary things I’ve seen in 47 years following the markets.

And speaking of year, my 65th birthday is just weeks away, so I’m going to reveal my secret of staying young!

US economy, rising interest rates, APRA, Ashok Jacob, shorting, my mum’s megabits

April 1st, 2017 Weekly Overview

With the Trump administration imploding, the President can no longer take credit for a bump in the US economy. This clears the way for Janet Yellen and Fed to do their thing. What will the US rate hikes mean for investors? 

APRA’s making headlines this morning, but did they actually make an impactful change?

I’m also looking at shorting stocks which can be a tricky business, as we saw this week with Quintis and Myer.

And is Australia’s Superannuation system something to envy compared to other countries’ systems? 




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